Patrick Bugbee, Clu®, Chfc®
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Patrick Bugbee, Clu®, Chfc® Email & Phone Number

Director, Executive Benefits Planning and Administration at Sapers & Wallack, Inc.
Location: Cambridge, Massachusetts, United States 5 work roles 3 schools
2 work emails found @sapers-wallack.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email p****@sapers-wallack.com
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Current company
Sapers & Wallack, Inc.
Role
Director, Executive Benefits Planning and Administration
Location
Cambridge, Massachusetts, United States
Company size
28 employees

Who is Patrick Bugbee, Clu®, Chfc®? Overview

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Quick answer

Patrick Bugbee, Clu®, Chfc® is listed as Director, Executive Benefits Planning and Administration at Sapers & Wallack, Inc., a with 28 employees, based in Cambridge, Massachusetts, United States. AeroLeads shows a work email signal at sapers-wallack.com and a matched LinkedIn profile for Patrick Bugbee, Clu®, Chfc®.

Patrick Bugbee, Clu®, Chfc® previously worked as Director, Executive Benefits Planning & Administration at Sapers & Wallack, Inc. and Chair at Cambridge Sports Union Runners. Patrick Bugbee, Clu®, Chfc® holds Bachelor Of Business Administration, Finance And Operations Management from University Of Massachusetts At Amherst - Isenberg School Of Management.

Company email context

Email format at Sapers & Wallack, Inc.

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*@sapers-wallack.com
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AeroLeads found 2 current-domain work email signals for Patrick Bugbee, Clu®, Chfc®. Compare company email patterns before reaching out.

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Profile bio

About Patrick Bugbee, Clu®, Chfc®

• 18+ years experience in the design, implementation, and administration of executive benefit plans, COLI, split dollar, supplemental executive retirement plans (SERP), supplemental alternative retirement plans (SARP), Group Replacement Plans, and non-qualified deferred compensation• Life insurance & estate planning for high net worth clients• Expertise of life, LTC, and annuity products & illustration systems• Chartered Life Underwriter, CLU®• Chartered Financial Consultant Designation, ChFC®• Board Member & Chair of the non-profit Cambridge Sports Union Running Section

Listed skills include Employee Benefits, Retirement Planning, Insurance, Financial Services, and 9 others.

Current workplace

Patrick Bugbee, Clu®, Chfc®'s current company

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Sapers & Wallack, Inc.
Sapers & Wallack, Inc.
Director, Executive Benefits Planning and Administration
Cambridge, MA, US
Website
sapers-wallack.com
Employees
28
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Company profile
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5 roles

Patrick Bugbee, Clu®, Chfc® work experience

A career timeline built from the work history available for this profile.

Director, Executive Benefits Planning & Administration

Current
Sapers & Wallack, Inc.

Newton, Ma

• Perform case design, implementation and administration for multi-life accounts, including 409A Plans, 162-Bonus Plans, SERPs, SARPs, and Split-Dollar Plans.• Consult directly with existing clients & new prospects on maximizing the efficiency of existing life insurance and/or annuity policies as well as proposing additional concepts. • Manage executive deferred compensation programs, including plan asset / liability analysis and serve as the primary contact for Corporate Management and Plan Participants.• Run life insurance, annuity, and long term care illustrations for prospects on both individual and multi-life new business, and make product recommendations based on client specific analysis.• Run in-force financial projections for client policies using insurance illustration software. • Evaluate policy performance across a broad spectrum of product types including universal life, variable life, and indexed life, and make recommendations based on results and competitive analysis.

Jan 2006 - Present

Client Service Associate

Lander & Associates

Needham, Ma

• Administered multi-life cases as well as a select number of individual clients.• Assisted in the development of life insurance marketing materials.• Evaluated and reviewed the financial performance of client policies.• Developed policy review and informational packages for clients regarding existing coverage.• Ran in-force financial projections for client policies using insurance illustration software.

Jun 2004 - Jan 2006

Associate

Saf Management, The Discovery Group

Providence, Ri

SAF Management, TDG is a property management company located in Providence.

May 2003 - Jan 2004
Team & coworkers

Colleagues at Sapers & Wallack, Inc.

Other employees you can reach at sapers-wallack.com. View company contacts for 28 employees →

AS Aviva Sapers Aviva Sapers Colleague at Sapers & Wallack, Inc.Newton, Massachusetts, United States View → SD Sharon Dicarlo Sharon Dicarlo Colleague at Sapers & Wallack, Inc.Saugus, Massachusetts, United States View → AP Amy Paseuth Amy Paseuth Colleague at Sapers & Wallack, Inc.Watertown, Massachusetts, United States View → BS Bill Sapers Bill Sapers Colleague at Sapers & Wallack, Inc.Newton Centre, Massachusetts, United States View → KL Kimberly Landry Kimberly Landry Colleague at Sapers & Wallack, Inc.Newton, Massachusetts, United States View → EM Evan Macedo, Msa Evan Macedo, Msa Colleague at Sapers & Wallack, Inc.Boston, Massachusetts, United States View → WS William Sapers William Sapers Colleague at Sapers & Wallack, Inc.Boston, Massachusetts, United States View → GS Grace Smrek Grace Smrek Colleague at Sapers & Wallack, Inc.Port Jefferson, New York, United States View → JC Jake Cole Jake Cole Colleague at Sapers & Wallack, Inc.Boston, Massachusetts, United States View → SD Sharon Dicarlo Sharon Dicarlo Colleague at Sapers & Wallack, Inc.Saugus, Massachusetts, United States View →
3 education records

Patrick Bugbee, Clu®, Chfc® education

Chartered Life Underwriter (Clu)

The American College Of Financial Services

A chartered life underwriter (CLU) is a professional designation for individuals who wish to specialize in life insurance and estate.

Chartered Financial Consultant (Chfc)

The American College Of Financial Services

The chartered financial consultant (ChFC) is a professional designation representing the completion of a comprehensive course consisting.

FAQ

Frequently asked questions about Patrick Bugbee, Clu®, Chfc®

Quick answers generated from the profile data available on this page.

What company does Patrick Bugbee, Clu®, Chfc® work for?

Patrick Bugbee, Clu®, Chfc® works for Sapers & Wallack, Inc..

What is Patrick Bugbee, Clu®, Chfc®'s role at Sapers & Wallack, Inc.?

Patrick Bugbee, Clu®, Chfc® is listed as Director, Executive Benefits Planning and Administration at Sapers & Wallack, Inc..

What is Patrick Bugbee, Clu®, Chfc®'s email address?

AeroLeads has found 2 work email signals at @sapers-wallack.com for Patrick Bugbee, Clu®, Chfc® at Sapers & Wallack, Inc..

Where is Patrick Bugbee, Clu®, Chfc® based?

Patrick Bugbee, Clu®, Chfc® is based in Cambridge, Massachusetts, United States while working with Sapers & Wallack, Inc..

What companies has Patrick Bugbee, Clu®, Chfc® worked for?

Patrick Bugbee, Clu®, Chfc® has worked for Sapers & Wallack, Inc., Cambridge Sports Union Runners, Lander & Associates, and Saf Management, The Discovery Group.

Who are Patrick Bugbee, Clu®, Chfc®'s colleagues at Sapers & Wallack, Inc.?

Patrick Bugbee, Clu®, Chfc®'s colleagues at Sapers & Wallack, Inc. include Aviva Sapers, Sharon Dicarlo, Amy Paseuth, Bill Sapers, and Kimberly Landry.

How can I contact Patrick Bugbee, Clu®, Chfc®?

You can use AeroLeads to view verified contact signals for Patrick Bugbee, Clu®, Chfc® at Sapers & Wallack, Inc., including work email, phone, and LinkedIn data when available.

What schools did Patrick Bugbee, Clu®, Chfc® attend?

Patrick Bugbee, Clu®, Chfc® holds Bachelor Of Business Administration, Finance And Operations Management from University Of Massachusetts At Amherst - Isenberg School Of Management.

What skills is Patrick Bugbee, Clu®, Chfc® known for?

Patrick Bugbee, Clu®, Chfc® is listed with skills including Employee Benefits, Retirement Planning, Insurance, Financial Services, Strategic Financial Planning, Finance, Financial Advisory, and Business Continuity Planning.

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